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PDM

Piedmont Realty Trust

232 hedge funds and large institutions have $1.83B invested in Piedmont Realty Trust in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

2% more funds holding

Funds holding: 228232 (+4)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

3.58% less ownership

Funds ownership: 87.14%83.56% (-3.6%)

15% less capital invested

Capital invested by funds: $2.16B → $1.83B (-$330M)

Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
74
Reduced
77
Closed
32
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
VLKIM
201
Van Lanschot Kempen Investment Management
Netherlands
$23K -$1.17M -64,556 -98%
AF
202
Advisornet Financial
Minnesota
$23K +$24.1K +1,324 New
BWM
203
BerganKDV Wealth Management
Minnesota
$22K
CFA
204
Carroll Financial Associates
North Carolina
$20K
IA
205
IFP Advisors
Florida
$18K +$18K +991 +1,479%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$16K
RCAG
207
Rehmann Capital Advisory Group
Michigan
$15.7K +$1.6K +88 +11%
FHA
208
Flagship Harbor Advisors
Massachusetts
$14K
CFD
209
Creative Financial Designs
Indiana
$12K
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$12K +$12.7K +698 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$9K
LWANC
212
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K +$9.71K +534 New
AIL
213
AGF Investments LLC
Ontario, Canada
$8K
TAIM
214
TD Ameritrade Investment Management
Nebraska
$8K +$5.95K +327 +270%
SGAM
215
Smith Group Asset Management
Texas
$5K -$30K -1,649 -86%
CC
216
Claybrook Capital
Massachusetts
$5K +$5.38K +296 New
WDL
217
Well Done LLC
Michigan
$5K +$5.38K +296 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$4K
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$4K +$109 +6 +3%
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K
NSIM
221
North Star Investment Management
Illinois
$3K
US Bancorp
222
US Bancorp
Minnesota
$3K
PRC
223
Pearl River Capital
Michigan
$3K +$3.64K +200 New
MOS
224
MGO One Seven
Ohio
$3K +$3.96K +218 New
DBT
225
Dubuque Bank & Trust
Iowa
$2K

PDM Hedge Fund Activity: Q4 2018 in Review

232 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2018, worth a combined $1.83B — down 15% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PDM positions and 32 closed out — a net gain of 4 holders — while 74 added to existing stakes and 77 trimmed.

The largest buyer was Prudential Financial, adding an estimated $13.4M. The largest seller was AEW Capital Management, cutting an estimated $26.8M.

  • 232 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2018, up from 228 in Q3 2018.
  • Funds reported $1.83B of Piedmont Realty Trust stock for Q4 2018, down 15% quarter-over-quarter.
  • 36 funds opened new Piedmont Realty Trust positions in Q4 2018 and 32 closed out, a net change of +4 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2018 was Prudential Financial, an estimated $13.4M added.
  • The largest Piedmont Realty Trust seller in Q4 2018 was AEW Capital Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2018.